How to Set Up a Welcome Series on ConvertKit

Jan 16, 2019 | Email | 0 comments

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If you’re trying to grow your email list, then you probably already know the importance of developing a welcome series for your new subscribers to get to know you and your brand. You may also want to offer them a freebie in exchange for signing up for your email list.

Depending on if you’re new to the whole email building thing or not, it may not be very clear on the best way to do this.

In this complete guide on how to set up a welcome series on ConvertKit with a freebie download attachment, I’m going to show you exactly how to set up your ConvertKit sequences and automations.

Have you tried ConvertKit yet? Sign up to get your first month free!

Sign Up for ConvertKit

First, head over to ConvertKit and click the “Try It For Free” button

Next, you’ll want to choose whether you are migrating from another provider (MailChimp, Mailerlite etc.) to save your subscribers if you want to create a brand new account.

If you are moving from another email service provider, find the service in the list ConvertKit provides you and go through the process as explained. It will slightly differ from service to service.

Basically, you will need to create a CSV. file export of your old subscribers and import them to ConvertKit.

If you are new to the whole list building thing, select whether you have your own website already or if you are just starting out!

As a last step secure your ConvertKit login and enter the email address you would like to use and define a password.

After you sign up for ConvertKit, I suggest that you learn more about the service by watching the intro videos. Though it’s a simple service to learn, their videos are extremely detailed and walk you through each component of their services.

As a side note, email sending is disabled until your account has been approved by ConvertKit. To do this, just click the yellow bar on top of the window:

Click on the yellow bar and enter the URL to your website and press “Request Approval”. Once ConvertKit has approved your request you will be able to send out your first email to your subscribers!

In the meantime, you can start to learn more about ConvertKit through their introduction video and start to create your own set of forms and sequences.

Let’s move on with the next steps of developing your email marketing Welcome Series and freebie download!

How to Set Up a Freebie and a Welcome Series on ConvertKit

In order to send out these little sequences automatically and send a link that allows your audience to download your file, you need to use an email service provider that offers automations.

ConvertKit is the absolute best email service out there when it comes to automations!

It’s the most simple set up and then you can forget about it until you want to make some changes. I’ve never had any problems with an email not sending when it was meant to, and they do a great job with not duplicating emails when my audience signs up for more than one sign-up form.

Here’s a quick tutorial on how to set up an automatic welcome series with a freebie on ConvertKit:

Step 1: Sign into ConvertKit and Click “Sequences”

Sign into your ConvertKit account, look at the top of your web page and click on the “Sequences” tab.

Step 2: Click “New Sequence

Once ConvertKit redirects you to your Sequences page, click on “New Sequence” at the top right corner of your screen.

Step 3: Name Your Sequence

ConvertKit will direct you to name your sequence.

This name is for your benefit only. Your subscribers won’t see this name.

Name your sequence so you’ll know exactly what it’s about just by glancing at it.

Hit “Create Sequence” once you’ve finished.

Step 4: Write Your Introductory Email

Your email sequence will look something like this before you begin working on it:

Write your email subject line, which should clearly indicate what the email is about and what’s inside of the email so your subscribers know it’s an email that they were expecting.

For example:

[Freebie Inside] Welcome to Our Community!

Next, you’ll want to write the body of your email, which will contain the file of your freebie, an introduction to you and your business, and a general idea of what your audience can expect from you as far as email content that you will send them.

To link your .pdf file, highlight whatever words you want your subscriber to click on and hit the paperclip icon at the top.

You’ll have the option to choose the file you want to upload to your email.

Choose your selected file and the words that you have selected will now be highlighted. Whenever your subscriber clicks on this link, they will be directed to the file that you want them to see.

Finish off your email with your desired information.

At the top of the box that you type into is a menu that you can use to customize and personalize your emails to the way you want them.

Your options include:

  • Bold your words
  • Italicize your words
  • Underline your words
  • Create an unordered list (bulleted list)
  • Create an ordered list (numbered list)
  • Indent your paragraphs
  • Insert an Image
  • Insert a file (which you have used to add a freebie to your introductory email
  • Add a link (you can link to different web pages, your Etsy shop, your website, and other resources)
  • Adjust your alignment (this allows you to either align your words to the left, in the center, or to the right)
  • Insert a horizontal line (this is good if you want to break up your text)
  • Text formatting (whether or not you want normal sized text, header text, quote formatting, or if you want to insert code)
  • HTML mode (if you work better with HTML formatting, you have the option to write your email using HTML so you can further customize it to your brand and business – comes in handy if you want to insert a customized banner or footer!)
  • Font size adjustments
  • Font color adjustments
  • Personalization for your subscriber (this allows you to enter the name of your subscriber in your email)

Don’t know what to write? Click here to get the complete welcome series email scripts


To get your email to send immediately after your subscriber signs up for your email list, click on the pencil icon under “When to Send” and type 0 and select “Days”.

This will send your email immediately rather than waiting to send it.

Step 5: Add More Emails

To add more emails, look on the left-hand side of your screen and click on “Add Email”.

This will be the next email in your sequence.

Follow the steps mentioned before and write an email subject line, write your desired email content, and indicated when you want the email to be sent.

Step 6: Change the Status

When you’re ready to publish your email sequence, click on the drop-down menu under “Status” and click on “Published”.

This tells ConvertKit that you are ready for this email sequence to be sent out.

Step 7: Save Your Work

Of course, before you click out of your account, remember to always save your work!

If you don’t you run the risk of losing all of the changes you recently made.

After you hit “Published”, look at the top right corner of your screen and hit “Save All” to save your work.

You will get a success message at the very top of your screen when your latest changes have been saved.

Step 8: Create a Form

The next step requires you to create a form that allows your audience to sign up for your email list.

Click on “Forms” from the top menu and then “New Form”

You will be asked if you want to create a Form or a Landing Page. For the sake of this tutorial, select “Form”.

Then, you’ll be asked what kind of form you want to create. Your options include:

  • Inline Form (which you can embed directly in your blog posts or anywhere on your website)
  • Modal Form (which are on-action pop-up forms that appear after an action is taken)
  • Slide-In Form (which slides into the webpage from the bottom or side)

Click on “Inline Form”.

Next, you’ll want to click on your desired template for the inline form.

You can either do a simple “clean” form, a “full” form which allows you to insert an image, a headline, and a brief description, or a “minimal” form, which only allows you to insert a headline and a brief description.

Choose the one that better aligns with your business and branding.

Be sure to name your form something that describes it in a way that you’ll understand. Your subscribers will not see the name of your form.

Step 9: Design Your Form

To design your form, make sure you stay on brand and use compatible color schemes and images.

If your form permits adding a headline and brief description, make it enticing for your audience to sign up for your form and explain exactly what they are getting by signing up to the form.

To change the text of your button, simply click on it and type something other than “Subscribe”. Try something more personalized to you, such as “Heck Yeah!” or “Yes, Please!” so it’s not so formal and boring.

You can also change the color of this button.

When you click on the button, a menu will slide in from the right. Click on the “Font Color” or “Background Color” options and either enter your brand’s hex codes or move around the color grid to find a color that you link.

By clicking on “Settings” you can determine what you want your signup sequence to be.

Once your subscriber hits that button to subscribe to your email list, where do you want to send them?

One option is to allow ConvertKit to show a success message directly on the page, which you can determine what it says.

The second option is to redirect them to another page, which is what I generally do.

You can decide what page you would like to redirect them to. Personally, I like to redirect my audience to a “Thank You Page” that walks them through the next steps they should take.

This page is a lot more personalized and unique to my brand, but either selection is fine!

If you click on the mail icon, you can adjust the settings for the Incentive Email and where to send your subscribers once they confirm.

An incentive email is an email that is sent to allow your subscriber confirms their subscription to your email list versus auto-confirming your subscribers (which would not send them the confirmation email.

It’s better practice to have an incentive email sent to your audience!

After your audience confirms they want to be apart of your email list, you can decide among multiple options of where you want them to be sent.

You can either link your freebie, which means they will be directed immediately to download the file (I don’t recommend this because it lessens the chances that they will actually read your introductory email which has some important information in it).

Secondly, you could have them be sent to a URL link of your choice. I send my confirmed subscribers to a landing page which directs them to follow me on social media and check out my Etsy shop.

If you don’t have a landing page set up, ConvertKit has a page that you can direct them to that tells them their subscription is confirmed and to expect emails from you.

This is a great placeholder until you decided where you would like the send them later on!

Step 10: Link Your Sequence with your Sign-up Form and Automations

To tell ConvertKit who to send your sequence to after certain actions, you’ll want to link your email sequence to a sign-up form through your automations.

After you have saved your email sequence and created your sign-up form (directions on this below), click on “Automations” at the top of your web page.

Click on “New Automation” and you will be directed to a blank Automation.

Step 1: Begin Your Automation

Click on “Create Automation”.

A menu will pop up giving you an option of a list of targeted actions that you want to create your automation from.

Click on “Joins a Form” and choose from the drop-down menu which forms you want to base the automation from.

Then, click “Add Event”.

Step 2: Add Your Events

Now, we want to add the automatic events that will take place after your subscriber “Joins a Sign-Up Form”.

Click on the “+” sign below the Form.

Select “Action” and then “Email Sequence”.

Select the email sequence that you just created from the drop-down menu and select “Add Action”.

Step 3: Add a Tag

After your new subscriber signs up for your sign-up form and goes through your entire email list, you’ll want to have a way to identify them for later email promotions and broadcasts so you can properly target your ads and promotions to the subscribers who will benefit from it the most.

This is where tagging your subscriber comes in handy.

Click on the “+” sign under the above form.

Select “Action” again and then select “Add or remove tag”.

Search for your existing tags or create a new tag.

I usually add all subscribers to my master email list plus a more specific tag which indicates what they are interested in for later emails I may send.

Select your tag and click “Add Action”

Step 4: Make Your Automation Live

Once you’re happy with your automation, in order for it to begin sending emails whenever someone signs up for your email list, you must make it live.

At the upper right-hand corner, click on the toggle to switch it from “Preview” to “Live”.

A message will pop up, click “Turn it On” and your automation is now live!

This means that from now on, whoever signs up for the linked form on your website, they will automatically be sent through the automation.

Wrapping It All Up

And that’s all there is to it!

You have now created a Welcome Series and a ConvertKit Form, which you then connected together with an Automation.

Whenever you embed your form on to your website, your audience will be able to input their Name and Email Address to sign up for your email list.

Once they hit that “sign-up” button, they will be redirected to either your landing page (if you set one up and tell ConvertKit where to send them) or they will be given a success message from ConvertKit.

Next, they will be sent an incentive email, which will ask them to confirm that they want to be subscribed to your list.

Once they hit “Confirm”, they will either be redirected to a landing page of your choice or given a success message from ConvertKit.

After they have confirmed, your Automation is going to begin.

ConvertKit will automatically send them through the email sequence you selected for the duration you decided you wanted your emails to last.

Once they are done with your Welcome Series, they will be then tagged with a tag of your choosing, where you can then send specific emails to them as you choose.

And the best part about it all? This all occurs without a finger lifted from you!

After setting it all up, which takes me less than 10 minutes, I never have to worry about it again!

This is why I love ConvertKit so much!

New to this Whole Website Thing?

This blog post is a part of a blog series to help Etsy sellers settle their fears and finally launch their blog for good.

We go over the exact steps to set-up and launch your blog with our Setting Up a Blog Guide, including a complete SiteGround tutorial, plugins we recommend you have, blog themes, publishing content, and so much more!

Check out this completely FREE Blogging for Etsy Sellers Guide here!

Want to learn more about email marketing and the best strategy for Etsy sellers?

Read our Complete Guide to Email Marketing for Etsy Sellers!

Phew! You did it!

You now know to create a welcome series on ConvertKit for your email marketing strategy, along with linking your freebie download as an incentive.

Take a moment to let me know your thoughts in the comments below!

  • Do you have a ConvertKit account? If not, what’s keeping you from signing up? If so, what do you love the most about it?
  • Have you started your email marketing strategy yet?
  • Did this guide on how to set up a welcome series on ConvertKit help you?

Until next time,

If you’re ready to create the Etsy shop you’ve always dreamed of and complete it all in a way that you actually have time to manage, then you are in the right spot!

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